SEC 13F Intelligence

Dundas Partners LLP / TSM

Dundas Partners LLP’s Taiwan Semiconductor Manufac Position

Does Dundas Partners LLP own Taiwan Semiconductor Manufac (TSM)? Yes275.2K shares worth $93M (+7.42% of its 13F portfolio) as of Q1 2026, down from 282.2K shares the prior filed quarter.

Position Value
$93M
Q1 2026
Shares
275.2K
% of Portfolio
+7.42%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $21MQ2 ’19: $19MQ3 ’19: $21MQ4 ’19: $27MQ4 ’19Q1 ’20: $22MQ2 ’20: $25MQ3 ’20: $35MQ4 ’20: $51MQ4 ’20Q1 ’21: $34MQ2 ’21: $34MQ3 ’21: $32MQ4 ’21: $37MQ4 ’21Q1 ’22: $36MQ2 ’22: $29MQ3 ’22: $24MQ4 ’22: $26,297Q4 ’22Q1 ’23: $32,045Q2 ’23: $29,989Q3 ’23: $25,228Q4 ’23: $31,332Q4 ’23Q1 ’24: $40,987Q2 ’24: $52,763Q3 ’24: $53MQ4 ’24: $57MQ4 ’24Q1 ’25: $48MQ2 ’25: $64MQ3 ’25: $79MQ4 ’25: $86MQ4 ’25Q1 ’26: $93Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026275.2K$93M+7.42%
Q4 2025282.2K$86M+6.04%
Q3 2025282.4K$79M+5.57%
Q2 2025282.4K$64M+4.45%
Q1 2025289.2K$48M+3.53%
Q4 2024289.2K$57M+4.01%
Q3 2024303.6K$53M+3.79%
Q2 2024303.6K$52,763+4.09%
Q1 2024301.3K$40,987+3.23%
Q4 2023301.3K$31,332+2.73%
Q3 2023290.3K$25,228+2.48%
Q2 2023297.2K$29,989+2.82%
Q1 2023344.5K$32,045+3.35%
Q4 2022353.0K$26,297+2.86%
Q3 2022350.0K$24M+2.79%
Q2 2022350.0K$29M+3.10%
Q1 2022350.0K$36M+3.32%
Q4 2021298.1K$37M+4.60%
Q3 2021285.3K$32M+4.49%
Q2 2021284.3K$34M+4.96%
Q1 2021286.8K$34M+5.38%
Q4 2020413.4K$51M+7.49%
Q3 2020430.7K$35M+6.99%
Q2 2020444.1K$25M+5.51%
Q1 2020451.2K$22M+5.66%
Q4 2019456.9K$27M+6.01%
Q3 2019456.9K$21M+5.29%
Q2 2019493.0K$19M+4.51%
Q1 2019503.1K$21M+5.06%
Q4 2018527.9K$23M+5.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dundas Partners LLP’s full portfolio or all institutional holders of TSM.